See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,432 | $185,822-81.5% | $169,993-79.7% | $139,434-75.3% |
| Participation rate | 54.5% | 87.8%-33.2pp | 87.0%-32.5pp | 80.3%-25.8pp |
| Annual return | 13.11% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,330 | $7,590-69.3% | $6,785-65.7% | $4,751-51.0% |
| Participant deferral / active EE | $1,643 | $11,622-85.9% | $10,408-84.2% | $6,710-75.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |